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Householder Group Estate & Retirement Specialist’s Marathon Petroleum MPC Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$312K Sell
2,243
-1,827
-45% -$279K 0.23% 72
2024
Q3 		$663K Sell
4,070
-967
-19% -$163K 0.19% 104
2024
Q2 		$873K Buy
5,037
+389
+8% +$72.3K 0.25% 89
2024
Q1 		$937K Buy
4,648
+18
+0.4% +$3.08K 0.28% 78
2023
Q4 		$686K Buy
4,630
+876
+23% +$130K 0.23% 91
2023
Q3 		$568K Buy
+3,754
New +$523K 0.2% 96
2023
Q1 		$525K Buy
3,896
+654
+20% +$81.8K 0.2% 103
2022
Q4 		$377K Hold
3,242
– – 0.56% 35
2022
Q3 		$322K Buy
3,242
+5
+0.2% +$468 0.13% 148
2022
Q2 		$266K Buy
3,237
+102
+3% +$9.54K 0.12% 168
2022
Q1 		$268K Buy
3,135
+5
+0.2% +$380 0.11% 173
2021
Q4 		$200K Buy
+3,130
New +$201K 0.07% 192

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MPC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Marathon Petroleum (MPC) stake by 45% in Q4 2024, selling an estimated $279K and leaving 2,243 shares worth $312K. The position accounts for 0.23% of the portfolio, ranked #72.

Householder Group Estate & Retirement Specialist first reported a position in MPC in Q4 2021 and has held it in 12 quarters since. The position peaked at $937K in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,243 shares of Marathon Petroleum worth $312K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,827 Marathon Petroleum shares in Q4 2024, an estimated $279K.
  • Marathon Petroleum made up 0.23% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #72 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Marathon Petroleum in Q4 2021 and has held it in 12 quarters since.
  • Householder Group Estate & Retirement Specialist's Marathon Petroleum position peaked at $937K in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.